Docusign + iFOLIO Cloud
Share an iFOLIO in iFOLIO Cloud when new Docusign envelopes are sent or completed
Need to provide additional information along with your contracts? Activate this Zap to automatically share one of your published iFOLIOs whenever your envelope recipients sign a DocuSign agreement. Whether you're providing additional instructions or just saying thanks, this integration improves customer experience and makes work easier for you.
Need to provide additional information along with your contracts? Activate this Zap to automatically share one of your published iFOLIOs whenever your envelope recipients sign a DocuSign agreement. Whether you're providing additional instructions or just saying thanks, this integration improves customer experience and makes work easier for you.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Send an iFOLIO
Send one of the iFOLIOs connected to a user. Able to send by email, MMS, or both
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Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
UserRequired
iFOLIO IDRequired
Contact Name
Contact Email Address
Contact Phone Number
Contact Company
Message Type
Signature Type
Notify When Viewed
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
User EmailRequired
Contact Name
Contact Email Address
Contact Phone Number
Contact Company
Message Type
Signature Type
Notify When Viewed
UserRequired
Ifolio NameRequired
